Subtasks of the Manage Sales Orders Screen
The Manage Sales Orders screen has several subtasks.
- Related Topics:
- Header Standard Text Subtask
Use this subtask to assign standard text codes to a sales order in a user-defined sequence. - Totals Subtask
Use this subtask to view total transaction amounts for the sales order (SO), in both transaction and functional currencies. - Exchange Rates Subtask
If you implement Multicurrency, use this subtask to set up and modify transaction currency default information, by sales order and customer. - User-Defined Info Subtask
Use this subtask to define user-defined information when creating a sales order. - Header Documents Subtask
Use this subtask to assign documents to the sales order (SO) header. - Approvals Subtask
Use this subtask to view sales order (SO) approval information. - Subcontract Subtask
This subtask displays the two types of costs related to the sales order line. - Accounts Subtask
Use this subtask to view the account types and other information established for the sales group abbreviation on the sales order line. - Components Subtask
Use this subtask to issue and process components for each sales order line on the main screen table window. - Proj Sub Parts Subtask
Use this subtask to view the substitute parts for a sales order line item. - Line Charges Subtask
Use this subtask to add charges to a sales order line item. - Line Standard Text Subtask
Use this subtask to assign standard text codes to a sales order line in a user-defined sequence. - Currency Line Info Subtask
This subtask displays transaction amounts for the line selected on the main screen, in both transaction and functional currencies. - Customs Information Subtask
Use this subtask to enter or view sales order (SO) header and line related custom information to satisfy the value added tax (VAT) certification criteria in the United Kingdom (UK) and other European Union (EU) countries. - Inventory Allocations Subtask
This subtask displays the warehouse locations with positive on hand or in shipping quantities for a selected MO requirement line's part/inventory abbreviation/warehouse combination. - Line Documents Subtask
Use this subtask to assign documents to the sales order (SO) line. - Consume Forecast Subtask
Use this subtask to specify how forecasts will be consumed by Costpoint once reservations are created for a sales order line.
Parent Topic: Manage Sales Orders